Life Licensing Resources
Embedded Files
Recognition & Current Updates!
#1 - MAKE SURE YOU ARE PLUGGED IN WEEKLY TO TENACIOUS TUESDAYS!
We have a SPECIAL BREAKOUT session for EVERYONE WEEKLY that is NOT yet Licensed! - VERY HELPFUL!
CLICK HERE TO LOGIN TO TUESDAYS Meeting ID: 844 0741 1387 Passcode: 126685
Dial by your location +1 305 224 1968 US OR +1 309 205 3325 US
WISCONSIN/MINNESOTA
"LIVE" & INTERACTIVE PREP FOR LIFE INSURANCE LICENSE
YOUR RVP IS:
Jim Martinson - Rep Code #F8222
Event Dates
2025 Time/Event
"LIVE REVIEW"
Get ready to conquer WI/MN State Exam. This course is designed for students that have completed the pre-licensing course.
CLICK HERE FOR CURRENT "LIVE REVIEW" OPTIONS
"STUDY HALL"
This will be a 2 hour Q&A & review session for any representative who already has a Certificate of Completion
from their pre-licensing class but has yet to take/pass their Wisconsin/Minnesota Life Producer Exam.
The prerequisite to participate is completion of a PassNow Practice Exam within the week prior to this class. Please bring Questions to the Q&A .
Please note that this class in not part of the State Requirements for pre-licensing.
CLICK HERE FOR CURRENT "STUDY HALL" OPTIONS
"STUDY HALL" (MORE OPTIONS)
This will be a 2 hour Q&A & review session for any representative who already has a Certificate of Completion
from their pre-licensing class but has yet to take/pass their Wisconsin/Minnesota Life Producer Exam.
The prerequisite to participate is completion of a PassNow Practice Exam within the week prior to this class. Please bring Questions to the Q&A .
Please note that this class in not part of the State Requirements for pre-licensing.
CLICK HERE FOR CURRENT "STUDY HALL" OPTIONS
NATIONAL "LIVE PSI REVIEW"
NATIONAL "LIVE PSI REVIEW"
Designed for students who have completed their PreLicensing Course and want to brush up on topics or get additional help from Licensing Coaches prior to taking the State Exam. For best results, students should already have their State Exam Scheduled. Students should plan to join from a desktop or tablet and have their videos on for the session.
CLICK HERE FOR CURRENT NATIONAL "LIVE PSI REVIEW" OPTIONS
FOR ALL LICENSING RESOURCES
Go to Primerica Online (POL)
https://www.primericaonline.com/home/index_was35.html
Click on LIFE LICENSING Tab, then "PRE-LICENSING EDUCATION TAB" ... Choose your STATE or PROVINCE
Do you have a question on how life policies really work, or do you need a review on how taxes affect life insurance benefits? Perhaps the subject of annuities has left you with several questions?
These videos can answer these questions and more!
There are 8 main topics which are each broken down into smaller segments for easy viewing. The Life Exam Review Videos are an additional tool delivering a review of the concepts most important in your preparation for the state insurance exam. These videos are not Company or State specific.
You may choose to review 1topic or all -- as needed.
Click on the links below to begin.
Types of Policies - Term, whole life, flexible
Types of Policies - Term, whole life, flexible
REMEMBER: These videos are not Company or State specific. They are recorded to help you pass!
Term (4:00)
Level
ART (Annual Renewable Term)
Decreasing
Increasing
Permanent/Whole Life Policies (4:00)
Whole Life
Straight Life (Continuous Life)
Limited-Pay
Single Premium
Modified Endowment
Interest Sensitive
Flexible Premium Whole Life (7:00)
Adjustable
Universal
Variable
Equity Indexed Life
Specialized Policies (3:00)
Joint Life
Survivorship Life
Juvenile Life
TAXES - How they effect certain types of Insurance
TAXES - How they effect certain types of Insurance
REMEMBER: These videos are not Company or State specific. They are recorded to help you pass!
Taxes (3:45)
Death Benefit
Cash Value
Dividends
Policy Loans
Surrenders
ANNUITIES - Accumulation, Settlement Options/Annuitization
ANNUITIES - Accumulation, Settlement Options/Annuitization
REMEMBER: These videos are not Company or State specific. They are recorded to help you pass!
ANNUITIES
Accumulation (7:30)
Single, Level, Flexible
Immediate and Deferred
Fixed and Variable
Nonforfeiture Values & Taxes
ANNUITIES
Settlement Options/Annuitization (9:00)
Cash
Interest Only
Annuity Certain
Life Annuity
Life Income
Life Income with Period Certain
Life Income with Refund
Joint Life
Joint and Survivor Life
Retirement Plans - Individual, Small Employer, Large Employer, Non-qualified
Retirement Plans - Individual, Small Employer, Large Employer, Non-qualified
REMEMBER: These videos are not Company or State specific. They are recorded to help you pass!
Qualified Individual Plans (8:30)
IRAs
Roth
Qualified Small Employer Plans (6:30)
SEP
SIMPLE
Keogh
Qualified Large Employer Plans (9:45)
Pension Plan
Profit Sharing
401K
TSA/(403)(b)
Non-Qualified Plans (3:00)
Split Dollar
Deferred Compensation Plan
Executive Bonus
Riders - Riders Affecting the Death Benefit, Additional Insured Riders, Disability Riders, Living Benefit Riders
Riders - Riders Affecting the Death Benefit, Additional Insured Riders, Disability Riders, Living Benefit Riders
REMEMBER: These videos are not Company or State specific. They are recorded to help you pass!
Riders Affecting the Death Benefit (4:58)
Accidental Death
Accidental Death and Dismemberment
Guaranteed Insurability
Cost of Living
Return of Premium
Additional Insured Riders (1:41)
Spouse
Children Riders
Family Term Riders
Disability Riders (3:29)
Waiver of Premium
Disability Income
Waiver of Cost of Insurance
Payor Benefit
Living Benefit Riders (3:12)
Accelerated (Living Benefit) Rider
Unfair Trade Practices - Part 1, Part 2
Unfair Trade Practices - Part 1, Part 2
REMEMBER: These videos are not Company or State specific. They are recorded to help you pass!
Part 1 (3:34)
Boycott, Coercion and Intimidation
Misrepresentation
Twisting
Defamation
Fraud
Part 2 (3:20)
Illegal Inducement
Rebating
Unfair Discrimination
False or Deceptive Advertising
Policy Provisions - Ownership Rights, Maintaining, Beneficiaries, Exclusions
Policy Provisions - Ownership Rights, Maintaining, Beneficiaries, Exclusions
REMEMBER: These videos are not Company or State specific. They are recorded to help you pass!
Ownership Rights (8:05)
Entire Contract
Consideration
Insuring Clause
Assignment
Policy Loan
Misstatement of Age
Incontestable Clause
Free Look
Maintaining the Policy (5:04)
Premium Payment Clause
Grace Period
Automatic Premium Loan
Reinstatement
Beneficiaries (5:01)
Primary Beneficiary
Contingent
Beneficiary Designation
Revocable vs. Irrevocable
Common Disaster
Policy Exclusions (2:18)
Suicide Clause
Hazardous Occupations
Page updated
Google Sites
Report abuse